Healthcare Realty Trust Incorporated (HR)vsSBA Communications Corp (SBAC)
HR
Healthcare Realty Trust Incorporated
$19.25
+2.94%
REAL ESTATE · Cap: $6.75B
SBAC
SBA Communications Corp
$218.58
-1.18%
REAL ESTATE · Cap: $23.18B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 146% more annual revenue ($2.85B vs $1.16B). SBAC leads profitability with a 35.7% profit margin vs -17.3%. HR appears more attractively valued with a PEG of 8.82. SBAC earns a higher WallStSmart Score of 46/100 (D+).
HR
Avoid34
out of 100
Grade: F
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+24.2%
Fair Value
$22.95
Current Price
$19.25
$3.70 discount
Margin of Safety
+13.3%
Fair Value
$220.29
Current Price
$218.58
$1.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.9%
Areas to Watch
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Revenue declined 6.5%
Earnings declined 76.8%
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HR
The strongest argument for HR centers on Price/Book.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.9%.
Bear Case : HR
The primary concerns for HR are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
HR profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (46/100 vs 34/100), backed by strong 35.7% margins. HR offers better value entry with a 24.2% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Healthcare Realty Trust Incorporated
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Healthcare Realty Trust is a real estate investment trust that integrates the ownership, management, financing, and development of income-generating real estate primarily associated with the provision of outpatient healthcare services throughout the United States.
Visit Website →SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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